Following an order
The status tells you whether an order is live. The order itself tells you where it has got to. Open the order and you see the workflow, the people on it, and its history.
The workflow
The workflow is the list of steps the order still has to move through. Each step is in one of three states:
| State | Meaning |
|---|---|
| Waiting | An earlier step has to finish first. |
| Active | Somebody can act on it now. |
| Done | Finished. |
The active steps answer the question people actually ask: what is this order waiting on? A step also names who it is waiting on, so you know whether the ball is with you, the contractor or the end client.
The timeline
The timeline records what happened and when: the dispatch going out, the contractor accepting, the booking being confirmed, the offer being paid. Use it when you need to explain a delay or reconstruct a decision.
Bookings
Confirmed bookings show the date, the time and the installer attending. A rescheduled booking keeps its history, so you can see the original slot and who changed it.
Offers
Each offer on the order shows its lines, who is paying, and whether it is confirmed and settled. An unpaid offer is a common reason an otherwise finished order is still Pending.
What each person sees
| Who | Where | What they see |
|---|---|---|
| Routing operator | Routing app | Everything on the order |
| Contractor | Installer app | The orders dispatched to them, and their steps |
| End client | Client portal | Progress, booking times, and offers addressed to them |
Over the API
Read the order to get its status and workflow steps. Rather than polling, subscribe to webhooks and react when a step completes or the status changes.
Related
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